The Wesley Foundation Inc

Nonprofit profile at a glance

EIN
223642737
IRS 990 coverage
2021–2025
Forms available
Form 990 2025
Location
Saratoga Springs, NY, USA
Phone
5185873600
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Private Grantmaking Foundations
Affiliation
Christianity

Official website

Reported finances

Revenue
$669,458
Expenses
$485,730
Assets
$4,596,082
Liabilities
$82,612

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • J BRIAN NEALON (CEO)
  • BETH BRUCKER-KANE (President)

Highest reported compensation

  • J BRIAN NEALON (CEO): $398,780 total reported compensation
  • SHELLY AMATO (CSO): $225,595 total reported compensation
  • KATHERINE LAHOFF (CFO): $171,109 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The wesley foundation raises philanthropic resources to support the mission of united methodist health and housing through fund raising activities including but not limited to annual campaigns, planned giving programs, major gift programs and events.

What it reported doing in 2025

The wesley foundation raises funds to support wesley's mission of providing facilities, services and education to the elderly and those of all ages with disabling conditions. Through charitable support, the foundation provides funds for life-changing technology, expanded services and improvements to our facility, staff training and education, program enhancement and new equipment. The wesley foundation receives support from many constituents including board members, individual donors, corporate contributors, staff, resident families and the saratoga area community at large. This diverse group invests in the foundation to help us further our mission. The wesley community as a whole has embraced a philanthropic culture. On behalf of the wesley community, management donates over 750 hours per year of their own time to local organizations to further support the not-for-profit needs in our community. We have staff members regularly contributing their own time to the alzheimer's association, the saratoga planning board, the saratoga springs lions club, saratoga rotary, leadership saratoga and the saratoga county chamber of commerce, to name a few. Additionally, the wesley campus regularly hosts the activities and meetings of over 15 not-for-profit organizations.

Operating model

Revenue model
Donor-supported. 73% of the money available for current operations came from contributions and gifts.
Distribution model
Affiliate network. The nonprofit sent 75% of its reported program spending through affiliated organizations.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 65
  • Accountability: 100
  • Sustainability: 77
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.4%; rating input score 76
  • Program expense ratio: 86.8%; rating input score 87
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 27.4%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 9.46; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 4.4%; rating input score 51; 51st percentile among comparable filings

Growth

  • Program expense growth: 15.4% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 1.9% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: -7.1% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 76.4% of revenue deployed · 86.8% of spending went to programs
  • Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $421K in reported program spending
  • Leadership: top reported pay $399K · 10 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 21 of 21 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Related organizations: 9 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 51/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.